See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,574 | $49,177-37.8% | $79,464-61.5% | $64,186-52.4% |
| Participation rate | 45.9% | 65.0%-19.1pp | 73.3%-27.4pp | 69.6%-23.6pp |
| Annual return | -8.25% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,009 | $2,821-64.2% | $3,704-72.7% | $3,470-70.9% |
| Admin fee / account holder | $422 | $3,839-89.0% | $5,113-91.8% | $4,888-91.4% |